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The Owners Forum Middle East 2011 Muscat, Oman 22-24 October 2011 ...

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<strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

<strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

<strong>Muscat</strong>, <strong>Oman</strong><br />

<strong>22</strong>-<strong>24</strong> <strong>October</strong> <strong>2011</strong><br />

<strong>The</strong> Annual Family Business Meeting in the <strong>Middle</strong> <strong>East</strong>


Table of Contents<br />

Message of Greeting<br />

Co-Chairs<br />

<strong>The</strong> Programme<br />

<strong>The</strong> <strong>Owners</strong> Day<br />

<strong>The</strong> Responsible Investors Day<br />

Presentation Sessions<br />

Directory of Speakers<br />

<strong>The</strong> Cultural Day<br />

Partners of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

<strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

Imprint<br />

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| <strong>24</strong><br />

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4<br />

Message of Greeting<br />

Dear Sir or Madam,<br />

Now in its fourth year, our annual gathering where family<br />

businesses come together for inspiring exchange in the<br />

<strong>Middle</strong> <strong>East</strong> has become a tradition. We are delighted to<br />

continue this initiative by welcoming you to <strong>The</strong> <strong>Owners</strong><br />

<strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong> in the Sultanate of <strong>Oman</strong>.<br />

Since 2008, the International Institute for Family Enterprises<br />

has hosted three family business summits in Egypt,<br />

Bahrain, and Jordan. Building on the success of these<br />

meetings, we are pleased to present <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

<strong>Middle</strong> <strong>East</strong> <strong>2011</strong>, which takes the Arab-German Family<br />

Business Summits one step further. <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

strives to continuously develop its role as a pioneer in<br />

the exchange between family businesses by connecting<br />

stakeholders who share common goals and are dedicated<br />

to responsible investment and sustainable growth. <strong>The</strong><br />

<strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong> will foster an exchange<br />

of ideas between leaders of family businesses, academia,<br />

and members of the long-term investor community such<br />

as family offices, sovereign wealth funds, and other institutional<br />

and private investors.<br />

<strong>The</strong> theme of this year’s <strong>Forum</strong> »<strong>Owners</strong>hip &<br />

Responsibility: Investing in Future Generations« reflects<br />

a commitment to shared values of all participants. It is<br />

our belief that thinking across generational lines and<br />

dedicating a company's vision to sustainable growth and<br />

social responsibility is the key to making a difference<br />

in today's globalised world. We are certain that this<br />

dialogue will also open new perspectives for closer<br />

economic cooperation, which can make a considerable<br />

contribution to peace and understanding.<br />

With this in mind, we are delighted to welcome you to<br />

the Al Bustan Palace in <strong>Muscat</strong> and wish you valuable<br />

discussions in a spirit of cooperation and responsibility.<br />

With kindest regards,


Co-Chairs of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

H.E. Khalil Bin Abdullah Al Khonji<br />

Chairman of the <strong>Oman</strong> Chamber of Commerce and Industry<br />

Dr. Simone Bagel-Trah<br />

Chairwoman of the Supervisory Board of Henkel AG & Co. KGaA<br />

Thomas Donaldson, Ph.D.<br />

Director of the Zicklin Center for Business Ethics Research<br />

Samih O. Sawiris<br />

CEO and Chairman of the Board of Orascom Development Holding<br />

Partners of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

Paul Dietze<br />

Co-Founder of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

Stefan Heidbreder<br />

Managing Director of the Stiftung Familienunternehmen<br />

Dr. Tom A. Rüsen<br />

Managing Director of the Witten Institute for Family Business<br />

Timm Tiller<br />

Co-Founder of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

5


6<br />

Co-Chairs<br />

H.E. Khalil Bin Abdullah Al Khonji<br />

<strong>Oman</strong> Chamber of Commerce<br />

and Industry (OCCI)<br />

H.E. Khalil Al Khonji is an industrial management graduate<br />

from the University of Northern Colorado, USA. In<br />

2002, he was elected as a director of Ominvest (<strong>Oman</strong><br />

International Development and Investment Company).<br />

He was also chairman of the Al Khonji Group – one of<br />

<strong>Oman</strong>’s leading family businesses with a diverse portfolio<br />

in trading, real estate, manufacturing, services, and<br />

commercial investments. Currently, Mr. Al Khonji is<br />

second vice president of the Federation of Gulf Cooperation<br />

Council Chambers (FGCCC) and has facilitated<br />

numerous large-scale trade agreements between Europe<br />

and the GCC. In 2007, he was appointed chairman<br />

of the board of the <strong>Oman</strong> Chamber of Commerce & Industry<br />

(OCCI) by His Majesty. In this position, Mr. Al<br />

Khonji initiated numerous successful projects – including<br />

the modernisation of the Chamber itself and the establishment<br />

of various programmes for young and qualified<br />

professionals.<br />

Dr. Simone Bagel-Trah<br />

Henkel AG & Co. KGaA<br />

Dr. Simone Bagel-Trah earned a doctoral degree in<br />

microbiology from the University of Bonn, Germany.<br />

After working as a consultant for the Association of<br />

Applied Microbiology and the Department of Pharmaceutical<br />

Microbiology of the University of Bonn, she<br />

became a member of the supervisory board of Henkel.<br />

She also served as a member of the shareholders committee<br />

for Henkel. In 2008, Dr. Bagel-Trah then became<br />

vice chairwoman of both the shareholder committee<br />

and the supervisory board of Henkel Management AG.<br />

Today, she is chairwoman of the supervisory board –<br />

the first woman in this position at a DAX-Company<br />

(Germany’s leading 30 listed companies). Henkel had a<br />

turnover of USD <strong>22</strong>.3 billion in 2010 and is internationally<br />

renowned for brands such as Persil and Schwarzkopf.<br />

Dr. Bagel-Trah is also a founding member of the<br />

board of the Heinrich Heine University in Düsseldorf,<br />

Germany and a member of the central advisory board of<br />

the Commerzbank AG.


Thomas Donaldson, Ph.D.<br />

Wharton School<br />

Thomas Donaldson earned a B.S. in business and a<br />

Ph.D. in philosophy from the University of Kansas,<br />

USA. From 1984 to 1996, he was a professor at the University<br />

of Chicago, Darden Graduate School of Business,<br />

and Georgetown University. He is a founding member<br />

and former president of the Society for Business Ethics.<br />

Next to being an editorial board member of various<br />

journals, Mr. Donaldson has also written articles<br />

for publications such as the Academy of Management<br />

Review and the Harvard Business Review. He has also<br />

served as a consultant at many organizations, including<br />

Goldman Sachs, Walt Disney, the United Nations, and<br />

Microsoft. Mr. Donaldson was named the most influential<br />

“thought leader” in Ethisphere Magazine’s 2007<br />

ranking of the 100 Most Influential People in Business<br />

Ethics. Today, he is the Mark O. Winkelman professor<br />

and director of the Zicklin Center for Business Ethics<br />

Research at the Wharton School of the University<br />

of Pennsylvania.<br />

Samih O. Sawiris<br />

Orascom Development Holding<br />

Samih Sawiris received his diploma in economic engineering<br />

from the Technical University of Berlin in 1980. After<br />

graduating, he founded his first company, the National<br />

Marine Boat Factory. In 1996, Mr. Sawiris established<br />

Orascom Projects for Touristic Development followed by<br />

the Orascom Hotel Holdings in 1997. <strong>The</strong> two companies<br />

later merged to form Orascom Hotels & Development<br />

SAE, one of the world’s leading developers for tourism<br />

resorts and residential developments. Today, he is CEO<br />

and chairman of the board and has led many pioneering<br />

investments such as a more than USD 1.5 billion project<br />

for a luxury resort in Andermatt, Switzerland. <strong>The</strong><br />

company now operates in Egypt, <strong>Oman</strong>, the United Arab<br />

Emirates, Switzerland, Jordan, Mauritius, and Morocco<br />

and has plans for further expansion.<br />

7


Northern Courtyard of the Sultan Qaboos Grand Mosque | <strong>Muscat</strong>, Sultanate of <strong>Oman</strong>


<strong>The</strong> Programme<br />

Saturday, <strong>22</strong> <strong>October</strong> <strong>2011</strong> | <strong>The</strong> <strong>Owners</strong> Day<br />

08:30 hrs Welcome and Registration<br />

09:30 hrs Welcome Speeches<br />

10:00 hrs Opening Plenary Session<br />

11:00 hrs Networking Break<br />

11:30 hrs Session A | Interactive Workshops & Panels<br />

13:00 hrs Buffet Lunch<br />

14:30 hrs Session B | Interactive Workshops & Panels<br />

16:00 hrs Tea Time<br />

16:30 hrs Keynotes<br />

17:00 hrs Evening Break<br />

18:00 hrs Reception<br />

19:00 hrs Opening Ceremony<br />

20:00 hrs Gala Dinner | Keynote<br />

General Dresscode | Smart Casual<br />

Opening Ceremony & Gala Dinner |<br />

Formal or Bishit any Colour with Khanjar<br />

Sunday, 23 <strong>October</strong> <strong>2011</strong> | <strong>The</strong> Responsible Investors Day<br />

09:30 hrs Opening Keynote<br />

09:45 hrs Opening Plenary Session<br />

10:45 hrs Networking Break<br />

11:15 hrs Session C | Interactive Workshops & Panels<br />

12:45 hrs Buffet Lunch<br />

14:00 hrs Presentation Labs<br />

15:30 hrs Tea Time<br />

16:00 hrs Session D | Interactive Workshops & Panels<br />

17:30 hrs Evening Break<br />

19:30 hrs Reception<br />

20:00 hrs Beach Barbeque<br />

General Dresscode | Smart Casual<br />

Monday, <strong>24</strong> <strong>October</strong> <strong>2011</strong> | <strong>The</strong> Cultural Day<br />

08:15 hrs Meeting Point Al Bustan Palace Hotel Lobby<br />

08:30 hrs Departure<br />

09:00 hrs Sultan Qaboos Grand Mosque<br />

12:00 hrs Nakhal Fort<br />

14:00 hrs Lunch | Al Nahda Resort<br />

17:00 hrs Old <strong>Muscat</strong><br />

18:00 hrs Return to Al Bustan Palace<br />

19:00 hrs Buffet Dinner upon Invitation of<br />

H.E. Angelika Storz-Chakarji<br />

Ambassador of Germany<br />

General Dresscode | Leisure Attire<br />

9


<strong>The</strong> <strong>Owners</strong> Day | Exclusively for Family Businesses<br />

Saturday, <strong>22</strong> <strong>October</strong> <strong>2011</strong><br />

08:30 hrs Welcome and Registration<br />

09:30 hrs Welcome Speeches<br />

Welcome to <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

Paul Dietze | <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

H.E. Angelika Storz-Chakarji | Ambassador of Germany<br />

H.E. Khalil Al Khonji | <strong>Oman</strong> Chamber of Commerce and Industry<br />

10:00 hrs Opening Plenary Session<br />

<strong>Owners</strong>hip & Responsibilty<br />

Dr. Simone Bagel-Trah | Henkel AG & Co. KGaA<br />

Thomas Donaldson, Ph.D. | Wharton School<br />

H.E. Khalil Al Khonji | <strong>Oman</strong> Chamber of Commerce and Industry<br />

Friedrich Merz | Mayer Brown LLP & WEPA Industrieholding SE<br />

Samih O. Sawiris | Orascom Development Holding<br />

11:00 hrs Networking Break | Face-To-Face Business Talks<br />

11:30 hrs Session A | Interactive Workshops & Private Talks<br />

A01 Interactive Workshop | 11:30 - 13:00 hrs | Pearl Room<br />

From Generation to Generation – Letting Go and Taking<br />

Charge in Family Businesses<br />

Kelin Gersick, Ph.D. | Yale University<br />

A02 Interactive Workshop | 11:30 - 13:00 hrs | Tiwi Room<br />

Lessons from Old and Large German Family Businesses<br />

Dr. Tom A. Rüsen | Witten/Herdecke University<br />

Prof. Dr. Arist von Schlippe | Witten/Herdecke University<br />

A03 Private Talk 1 & 2 | 11:30 - 13:00 hrs | Qurrayat I Room<br />

Private Talk 1 | 11:30 - 12:15 hrs | Qurrayat I Room<br />

<strong>The</strong> Responsibility of the Private Sector in the<br />

Development of Human Capital<br />

H.E. Maqbool Ali Sultan | W.J. Towell LLC<br />

Private Talk 2 | 12:15 - 13:00 hrs | Qurrayat I Room<br />

<strong>The</strong> Story of Galfar - IPO in A Family Business<br />

Dr. P. Mohamed Ali | Galfar Engineering & Contracting SAOG<br />

Amir Rehmann | Fajr Capital Limited<br />

A04 Private Talk 3 & 4 | 11:30 - 13:00 hrs | Qurrayat II Room<br />

Private Talk 3 | 11:30 - 12:15 hrs | Qurrayat II Room<br />

Financing an Arab Family Business With Bonds<br />

Usama Barwani | MB Holding<br />

Private Talk 4 | 12:15 - 13:00 hrs | Qurrayat II Room<br />

Times of Change in the <strong>Middle</strong> <strong>East</strong> from the<br />

Perspective of a Family Business


Mutassem Daaboul | Daaboul Industrial Group<br />

Steffen Hertog, Ph.D. | London School of Economics<br />

13:00 hrs Buffet Lunch | Face-To-Face Business Talks<br />

14:30 hrs Session B | Interactive Workshops & Private Talks<br />

B01 Interactive Workshop | 14:30 - 16:00 hrs | Pearl Room<br />

Responsibility for the World Economy? <strong>The</strong> Debt Crisis<br />

in Europe and the United States<br />

Thomas Donaldson, Ph.D. | Wharton School<br />

Friedrich Merz | Mayer Brown LLP & WEPA Industrieholding SE<br />

B02 Interactive Workshop | 14:30 - 16:00 hrs | Tiwi Room<br />

Best Practice in Family Business Governance<br />

Prof. Dr. Martin Hilb | University of St. Gallen<br />

B03 Private Talk 1 & 2 | 14:30 - 16:00 hrs | Qurrayat I Room<br />

Private Talk 1 | 14:30 - 15:15 | Qurrayat I Room<br />

Succession Assessment in Family Businesses<br />

Kelin Gersick, Ph.D. | Yale University<br />

Eduen Mobayed | Egon Zehnder International<br />

Dr. Jürgen Tanneberger | Egon Zehnder International<br />

Private Talk 2 | 15:15 - 16:00 | Qurrayat I Room<br />

<strong>The</strong> Baalbaki Story – Prudence and Conservative<br />

Entrepreneurship in A Syrian Family Business<br />

Hassan Baalbaki | Baalbaki LLC<br />

B04 Private Talk 3 & 4 | 14:30 - 16:00 hrs | Qurrayat II Room<br />

Private Talk 3 | 14:30 - 15:15 | Qurrayat II Room<br />

Corporate Values vs. Family Values<br />

Hisham Ashour | Arabia Capital Advisors & Managers Ltd<br />

Dr. Michael F. Keppel | Catholic University of Eichstätt-Ingolstadt<br />

Private Talk 4 | 15:15 - 16:00 | Qurrayat II Room<br />

Times of Change in the <strong>Middle</strong> <strong>East</strong> from a Political<br />

Perspective<br />

Hussain Ali Al Abdullatif | Advisor Diwan Of Royal Court<br />

Jürgen Chrobog | BMW Stiftung Herbert Quandt<br />

16:00 hrs Tea Time | Face-To-Face Business Talks<br />

16:30 hrs Keynotes<br />

<strong>The</strong> Al Fahim Experience<br />

Mohammed Al Fahim | Al Fahim Group<br />

<strong>The</strong> <strong>Owners</strong> Day


Saturday, <strong>22</strong> <strong>October</strong> <strong>2011</strong><br />

Keeping a Family Successful Over Generations<br />

John Davis, Ph.D. | Harvard Business School<br />

17:00 hrs Evening Break<br />

18:00 hrs Reception<br />

19:00 hrs Opening Ceremony of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

Timm Tiller | <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

H.E. Khalil bin Abdullah Al Khonji | <strong>Oman</strong> Chamber of<br />

Commerce and Industry<br />

H.E. Sayyid Badr bin Hamad bin Hamood Albusaidi | Ministry of<br />

Foreign Affairs<br />

Friedrich Merz | Mayer Brown LLP & WEPA Industrieholding SE<br />

20:00 hrs Gala Dinner<br />

Guest of Honour<br />

H.H. Sayyid Asaad Bin Tarik Bin Taimur Al-Said<br />

Representative of His Majesty <strong>The</strong> Sultan<br />

Dinner Keynote<br />

Dr. Simone Bagel-Trah | Henkel AG & Co. KGaA<br />

<strong>The</strong> <strong>Owners</strong> Day<br />

<strong>The</strong> <strong>Owners</strong> Day addresses issues of direct relevance to family<br />

businesses and focuses on the future of ownership in an<br />

increasingly interconnected world. Stimulating workshops<br />

and private talks will foster a high degree of interaction<br />

between family business leaders, their management, and<br />

academia from leading universities. Participants will have<br />

the opportunity to engage in a cross-cultural dialogue and<br />

cultivate a personal exchange of information and experience that<br />

will help them successfully meet the challenges of tomorrow.


<strong>The</strong> Responsible Investors Day | Family Businesses, Family Offices & Long-Term Investors<br />

Sunday, 23 <strong>October</strong> <strong>2011</strong><br />

09:30 hrs Opening Keynote<br />

Short-Term Tactics Gone Wild – Some Thoughts On Our<br />

Continuing Financial Crisis<br />

Thomas Donaldson, Ph.D. | Wharton School<br />

09:45 hrs Opening Plenary Session<br />

Investing in Future Generations<br />

Jacques de Saussure | Pictet & Cie<br />

Thomas Donaldson, Ph.D. | Wharton School<br />

José-Maria Figueres | IJ Partners<br />

Pankaj Khimji | Khimji Ramdas Group<br />

Samih O. Sawiris | Orascom Development Holding<br />

10:45 hrs Networking Break | Face-To-Face Business Talks<br />

11:15 hrs Session C | Interactive Workshops, Panels & Private Talks<br />

C01 Interactive Workshop | 11:15 - 12:45 hrs | Pearl Room<br />

Best Practice in Family Office Structure & Management<br />

Samir Fancy | Tawoos<br />

Bernard Jan Wendeln | WEGA Support GmbH<br />

Konstantin von Unger | Henkel AG & Co. KGaA<br />

C02 Interactive Workshop | 11:15 - 12:45 hrs | Tiwi Room<br />

Global Economic Outlook & Risk Assessment 2012<br />

Alexandre Tavazzi | Pictet & Cie<br />

C03 Private Talk 1 & 2 | 11:15 - 12:45 hrs | Qurrayat I Room<br />

Private Talk 1 | 11:15 - 12:00 hrs | Qurrayat I Room<br />

Return of a Traditional German Family Business into<br />

the Hands of the Founder’s Family<br />

Dr. Emanuel Strehle | Hengeler Mueller<br />

Stefan Messer | Messer Group<br />

Private Talk 2 | 12:00 - 12:45 hrs | Qurrayat I Room<br />

Internet- and E-Commerce - Lessons Learned as an<br />

Entrepreneur and Investor<br />

Dr. Cornelius Boersch | Mountain Partners Group<br />

C04 Private Talk 3 & 4 | 11:15 - 12:45 hrs | Qurrayat II Room<br />

Private Talk 3 | 11:15 - 12:00 hrs | Qurrayat II Room<br />

Long-Term Investments? Real Estate in the <strong>Middle</strong> <strong>East</strong><br />

Dr. Florian Amereller | Amereller Legal Consultants<br />

Shariq Azhar | Ominvest<br />

Private Talk 4 | 12:00 - 12:45 hrs | Qurrayat II Room<br />

Experiences of a Leading German Family Business in<br />

the <strong>Middle</strong> <strong>East</strong><br />

Dr. Florian Amereller | Amereller Legal Consultants<br />

Isabel Knauf | Knauf A.S. Türkiye


12:45 hrs Buffet Lunch | Face-To-Face Business Talks<br />

14:00 hrs Presentation Sessions<br />

During these sessions, family business owners and investors from<br />

a range of growth industries will personally share their latest<br />

projects, investment opportunities, and technological innovations.<br />

For further information kindly refer to page 16.<br />

Interactive Workshop | 14:00 - 15:30 hrs | Pearl Room<br />

Business Women Roundtable<br />

Malak Ahmed Nasser Al-Shaibani | Creative Links<br />

Dr. Simone Bagel-Trah | Henkel AG & Co. KGaA<br />

Connie Gersick, Ph.D. | Yale University<br />

15:30 hrs Tea Time | Face-To-Face Business Talks<br />

16:00 hrs Session D | Interactive Workshops, Panels & Private Talks<br />

D01 Interactive Workshop | 16:00 - 17:30 hrs | Pearl Room<br />

Successful Investments in Germany - Finding the<br />

Right Assets, Structures and Partners<br />

Dr. Michael Siefke | Bain Capital<br />

Dr. Daniel Wiegand | Hengeler Mueller<br />

Dr. Hans-Jörg Ziegenhain | Hengeler Mueller<br />

D02 Panel Discussion | 16:00 - 17:30 hrs | Tiwi Room<br />

Long-Term Partnerships: Private Equity & Family<br />

Businesses<br />

Kelin Gersick, Ph.D. | Yale University<br />

Haythem Macki | GrowthGate Capital Corporation<br />

Amir Rehmann | Fajr Capital Limited<br />

Claudio Siniscalco | HarbourVest Partners<br />

Dr. Emanuel Strehle | Hengeler Mueller<br />

D03 Private Talk 1 & 2 | 16:00 - 17:30 hrs | Qurrayat I Room<br />

Private Talk 1 | 16:00 - 16:45 hrs | Qurrayat I Room<br />

<strong>The</strong> Future of Energy in the <strong>Middle</strong> <strong>East</strong> - How to<br />

Power the World?<br />

Ahmed Saleh Al-Jahdhami | Public Authority for Electricity & Water<br />

José-Maria Figueres | IJ Partners<br />

Dr. Jürgen Friedrich | Germany Trade & Invest<br />

Private Talk 2 | 16:45 - 17:30 hrs | Qurrayat I Room<br />

Long-Term HR Strategies - Emergency Plans for Key<br />

Employees with a Strategic HRM Framework<br />

Prof. Dr. Martin Hilb | University of St. Gallen


D04 Private Talk 3 & 4 | 16:00 - 17:30 hrs | Qurrayat II Room<br />

Private Talk 3 | 16:00 - 16:45 hrs | Qurrayat II Room<br />

Family Governance of a Global Bahraini Family Business<br />

Case Study of the Al Zayani Family<br />

Khalid Rashid Al Zayani | Al Zayani Investments Group<br />

Private Talk 4 | 16:45 - 17:30 hrs | Qurrayat II Room<br />

Responsible Investments - Conflicts of Interest That<br />

Arise When Investing Money You Do Not Own<br />

Thomas Donaldson, Ph.D. | Wharton School<br />

Karl Siegling | Cadence Capital<br />

17:30 hrs Evening Break<br />

19:30 hrs Reception<br />

20:00 hrs Beach Barbeque<br />

<strong>The</strong> Responsible Investors Day<br />

<strong>The</strong> Responsible Investors Day<br />

<strong>The</strong> Responsible Investors Day places family businesses in a<br />

broader macro-economic context by bringing them together<br />

with long-term investors and emphasising issues pertaining<br />

to sustainable and responsible investment behaviour.<br />

Family businesses, family offices, and other institutional<br />

and private long-term investors will engage in a dialogue<br />

on responsible investments in and from the <strong>Middle</strong> <strong>East</strong>.<br />

During numerous Presentation Labs, family businesses<br />

and investors from a wide range of growth industries will<br />

share their latest projects, investment opportunities, and<br />

technological innovations.


16<br />

Presentation Sessions<br />

14:00 - 14:10 hrs<br />

14:20 - 14:30 hrs<br />

14:40 - 14:50 hrs<br />

15:00 - 15:10 hrs<br />

15:20 - 15:30 hrs<br />

Presentation Session I | Tiwi Room<br />

A Major Player in the GCC Aluminum Industry Presenting Potentials for<br />

Cooperation with International Aluminum Processing Companies<br />

Khalid Rashid Al Zayani | Al Zayani Investments Group<br />

Bahrain<br />

Food Ordered Online - How a Local Business Model is Changing <strong>The</strong> Global<br />

Food-Delivery Sector<br />

Christoph Gerber | yourdelivery GmbH<br />

Kai Hansen | yourdelivery GmbH<br />

Germany<br />

Cleantech – Made in Germany: New Opportunities for Technology Transfer<br />

to the <strong>Middle</strong> <strong>East</strong><br />

Jürgen Habichler | Mountain Cleantech AG<br />

Switzerland<br />

Storytelling in the Digital Domain – An Opportunity for the <strong>Middle</strong> <strong>East</strong> to<br />

Become a Major Player in the Digital Movie Age<br />

John Textor | Digital Domain Media Group<br />

United States of America<br />

An Opportunity to Develop and Participate in the Offshore Harvesting and<br />

Desalination of Deep Ocean Water off <strong>Oman</strong>'s Coast<br />

Heinz Rudy Ahrens | Hesima Technologies<br />

Germany


Presentation Session II | Qurrayat I Room Presentation Session III | Qurrayat II Room<br />

An Egyptian Dairy and Juice Company with Expansion Plans –<br />

An Opportunity to Grow Together<br />

Seifeldin Safwan Thabet | Juhayna Food Industries<br />

Egypt<br />

A Leading Pakistani Family Business Presenting Opportunities for<br />

Collaboration in Asia<br />

Fahd Mukhtar | Fatima Group<br />

Pakistan<br />

Presentation of One of the Longest Established Investment Companies in<br />

the Gulf Region<br />

Shariq Azhar | Ominvest<br />

<strong>Oman</strong><br />

An Arab Family Business with Numerous German Partnerships Exploring<br />

Opportunities in the Automotive, Hospitality & Leisure Segments in the UAE<br />

Constantin Salameh | Al Masaood & Sons<br />

United Arab Emirates<br />

Deutsche Rohstoff AG - Building a German Mining Company<br />

Dr. Titus Gebel | Deutsche Rohstoff AG<br />

Germany<br />

A German Laboratory and Testing Company Expanding to the <strong>Middle</strong> <strong>East</strong><br />

A Learning Company in the Global Society<br />

Dr. Erwin Wessling | WESSLING Holding GmbH & Co. KG<br />

Germany<br />

German Hospital Group and Healthcare Consulting Company Seeks Investor<br />

for a Luxury Health Resort on a Unique Piece of Property in Berlin<br />

Dr. Nizar Marouf | Vivantes International GmbH<br />

Germany<br />

ALPECIN Coffein Hair Energizer - <strong>The</strong> World's First "Doping For Hair"<br />

Concept – Real Innovation in Cosmoceuticals and Partnering Opportunities<br />

for the <strong>Middle</strong> <strong>East</strong><br />

Eduard R. Dörrenberg | Dr. Kurt Wolff GmbH & Co. KG<br />

Germany<br />

A Diversified German Family Business: Healthcare, Energy, and E-mobility<br />

Opportunities for Cooperation with the <strong>Middle</strong> <strong>East</strong><br />

Prof. Edwin Kohl | Circulus GmbH & kohl Group<br />

Germany<br />

Social Entrepreneurship Akademie – An Initiative to Solve Challenges<br />

of the Society with Entrepreneurial Means<br />

Bernard Jan Wendeln | WEGA Support GmbH<br />

Germany<br />

17


18<br />

Directory of Speakers<br />

H.E. Hussain Ali Al Abdullatif<br />

Advisor Diwan Of Royal Court<br />

<strong>Oman</strong><br />

Mohammed A. J. Al Fahim<br />

Al Fahim Group<br />

United Arab Emirates<br />

Dr. P. Mohamed Ali<br />

Galfar Engineering &<br />

Contracting SAOG<br />

<strong>Oman</strong><br />

H.E. Khalil Al Khonji<br />

Chamber of Commerce and Industry<br />

<strong>Oman</strong><br />

Malak Ahmed Nasser<br />

Al-Shaibani<br />

Creative Links<br />

<strong>Oman</strong><br />

H.E. Sayyid Badr bin Hamad bin<br />

Hamood Albusaidi<br />

Ministry of Foreign Affairs<br />

<strong>Oman</strong><br />

Ahmed Saleh Al-Jahdhami<br />

Public Authority for<br />

Electricity & Water<br />

<strong>Oman</strong><br />

Khalid Rashid Al Zayani<br />

Al Zayani Investments Group<br />

Bahrain<br />

Dr. Florian Amereller<br />

Amereller Legal Consultants<br />

Germany


Shariq Azhar<br />

Ominvest<br />

<strong>Oman</strong><br />

Hassan Baalbaki<br />

Baalbaki LLC<br />

Syria<br />

Dr. Simone Bagel-Trah<br />

Henkel AG & Co. KGaA<br />

Germany<br />

Usama Barwani<br />

MB Holding Company LLC<br />

<strong>Oman</strong><br />

Dr. Cornelius Boersch<br />

Mountain Partners Group<br />

Switzerland<br />

Jürgen Chrobog<br />

BMW Stiftung Herbert Quandt<br />

Germany<br />

Mutassem Daaboul<br />

Daaboul Industrial Group<br />

Syria<br />

John Davis, Ph.D.<br />

Harvard Business School<br />

United States of America<br />

Thomas Donaldson, Ph.D.<br />

Wharton School<br />

United States of America<br />

19


20<br />

Directory of Speakers<br />

Samir Fancy<br />

Tawoos<br />

<strong>Oman</strong><br />

Jose Maria Figueres<br />

IJ Partners<br />

Switzerland<br />

Dr. Jürgen Friedrich<br />

Germany Trade & Invest<br />

Germany<br />

Connie Gersick, Ph.D.<br />

Yale School of Management<br />

United States of America<br />

Kelin E. Gersick, Ph.D.<br />

Yale University<br />

United States of America<br />

Steffen Hertog, Ph.D.<br />

London School of Economics<br />

United Kingdom<br />

Prof. Dr. Martin Hilb<br />

University of St. Gallen<br />

Switzerland<br />

Dr. Michael F. Keppel<br />

Catholic University of Eichstätt-<br />

Ingolstadt<br />

Germany<br />

Pankaj Khimji<br />

Khimji Ramdas Group<br />

<strong>Oman</strong>


Isabel Knauf<br />

Knauf A.S. Türkiye<br />

Turkey<br />

Haythem Macki<br />

GrowthGate Capital Corporation<br />

<strong>Oman</strong><br />

Friedrich Merz<br />

Mayer Brown LLP &<br />

WEPA Industrieholding SE<br />

Germany<br />

Stefan Messer<br />

Messer Group<br />

Germany<br />

Eduen Mobayed<br />

Egon Zehnder International<br />

United Arab Emirates<br />

Amir A. Rehmann<br />

Fajr Capital Limited<br />

Saudi Arabia<br />

Dr. Tom A. Rüsen<br />

Witten/Herdecke University<br />

Germany<br />

Jacques de Saussure<br />

Pictet & Cie<br />

Switzerland<br />

Samih O. Sawiris<br />

Orascom Development Holding<br />

Egypt<br />

21


<strong>22</strong><br />

Directory of Speakers<br />

Prof. Dr. Arist von Schlippe<br />

Witten/Herdecke University<br />

Germany<br />

Dr. Michael Siefke<br />

Bain Capital<br />

Germany<br />

Karl Siegling<br />

Cadence Capital<br />

Australia<br />

Claudio Siniscalco<br />

HarbourVest Partners<br />

United Kingdom<br />

Dr. Emanuel Strehle<br />

Hengeler Mueller<br />

Germany<br />

H.E. Maqbool Ali Sultan<br />

W.J. Towell LLC<br />

<strong>Oman</strong><br />

Dr. Jürgen Tanneberger<br />

Egon Zehnder International<br />

Germany<br />

Alexandre Tavazzi<br />

Pictet & Cie<br />

Switzerland<br />

Konstantin von Unger<br />

Henkel AG & Co. KGaA<br />

Germany<br />

Bernard Jan Wendeln<br />

WEGA Support GmbH<br />

Germany<br />

Dr. Daniel Wiedgand<br />

Hengeler Mueller<br />

Germany<br />

Dr. Hans-Jörg Ziegenhain<br />

Hengeler Mueller<br />

Germany


<strong>The</strong> Cultural Day<br />

Cultural Day | We believe that cultural understanding is<br />

a central component of successful cross-cultural business<br />

relationships. <strong>The</strong>refore, after the two <strong>Forum</strong> days, we<br />

will offer a cultural day for all participants. On this day,<br />

we will visit three important sites, Sultan Qaboos Grand<br />

Mosque, Nakhal Fort and Old <strong>Muscat</strong>, where the Sultan’s<br />

magnificent palace is located. This all-day excursion will<br />

finish with a Buffet Dinner in the evening.<br />

Sultan Qaboos Grand Mosque | <strong>The</strong> Sultan Qaboos<br />

Grand Mosque is the main Mosque in the Sultanate of<br />

<strong>Oman</strong>. It was inaugurated by the Sultan in 2001 and can<br />

accommodate up to 20,000 worshippers. <strong>The</strong> mosque is<br />

an outstanding example of the new Islamic architecture.<br />

A major feature of the interior design is the hand-woven<br />

prayer carpet which covers the floor of the prayer hall. It<br />

is the second largest single piece carpet in the world.<br />

Nakhal Fort | Nakhal is an oasis at the foot of the Hajar<br />

mountains. <strong>The</strong> impressive Nakhal Fort is located in the<br />

middle of the Oasis. It was originally built in the 9th<br />

century, extended in the 16th century, and received its<br />

today size in 1834. Nakhal Fort is one of the few forts<br />

whose rooms are equipped with traditional fittings.<br />

Old <strong>Muscat</strong> | Centre of the historical Old <strong>Muscat</strong> is Qasr<br />

Al Alam, the Palace of His Majesty, Sultan Qaboos bin<br />

Said. <strong>The</strong> blue-golden shimmering Palace, which was<br />

designed by an Indian Architect, was completed in 1974.<br />

<strong>The</strong> Palace is encompassed by two impressive Portuguese<br />

forts, built in the 16th century. Today, many new<br />

government buildings surround this area, but some old<br />

trading houses still exist, which makes the atmosphere of<br />

the neighborhood so unique.<br />

Programme | Monday, <strong>24</strong> <strong>October</strong> <strong>2011</strong><br />

08:15 hrs<br />

08:30 hrs<br />

09:00 hrs<br />

12:00 hrs<br />

14:00 hrs<br />

17:00 hrs<br />

18:00 hrs<br />

19:00 hrs<br />

Meeting point Al Bustan Palace Hotel lobby<br />

Departure<br />

Sultan Qaboos Grand Mosque<br />

Nakhal Fort<br />

Lunch | Al Nahda Resort<br />

Old <strong>Muscat</strong><br />

Return to Al Bustan Palace<br />

Buffet Dinner<br />

upon Invitation of H.E. Angelika Storz-Chakarji<br />

Ambassador of Germany<br />

23


<strong>24</strong><br />

Partners of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

Strategic Partners:<br />

www.pictet.com www.hengeler.com www.pwc.com<br />

<strong>Forum</strong> Partners:<br />

the Carol and Lawrence<br />

Zicklin Center<br />

for Business Ethics Research<br />

Egon<br />

Zehnder<br />

International<br />

www.egonzehnder.com<br />

www.gic.com.kw<br />

www.alkhonji.com www.bsjgroupco.com www.mbholdingco.com www.mhdoman.com<br />

www.mot.gov.om<br />

www.iife.de www.zicklincenter.org www.familienunternehmen.de<br />

www.wifu.de


www.mountain-partners.com<br />

OMAN CHAMBER<br />

OF COMMERCE<br />

& INDUSTRY<br />

www.gtai.com www.chamberoman.com<br />

www.ominvest.net www.moosagroup.com<br />

www.sarooj.com www.bankmuscat.com<br />

www.zubaircorp.com<br />

www.trc.gov.om<br />

25


26<br />

<strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

Vision – <strong>The</strong> Premier Network for Family Enterprises<br />

<strong>The</strong> vision of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> is to become the premier<br />

global networking resource for the advancement of responsible<br />

family enterprise practices.<br />

Principles – Promoting Cross-Cultural Exchange,<br />

Prosperity & Development | <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> acts as<br />

a catalyst for the cross-cultural exchange, prosperity, and<br />

development of family enterprises around the world by<br />

pioneering a shared sense of values regarding ownership<br />

and responsibility. <strong>The</strong> <strong>Forum</strong> pursues this mission by<br />

creating a community consisting of family enterprises,<br />

long-term investors, academia, and strategic partners.<br />

Regional Outreach - Convening the World’s Leading<br />

Family Enterprises in Emerging Markets | <strong>The</strong> <strong>Owners</strong><br />

<strong>Forum</strong> unites owners of family enterprises and global longterm<br />

investors under a shared sense of responsible and<br />

sustainable ownership. To further develop this mission,<br />

<strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> strives to become a broader initiative,<br />

providing diverse regional outreach while connecting family<br />

businesses to their peers from key growth regions via<br />

other annual <strong>Owners</strong> <strong>Forum</strong>s in addition to the <strong>Middle</strong><br />

<strong>East</strong> (e.g. <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> Asia and <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

Latin America). <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> has a global focus<br />

on promoting cross-cultural exchange while facilitating<br />

the exploration of new business opportunities, executive<br />

education, and management development.<br />

Membership of <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> | In continuing the<br />

mission to promote development and prosperity amongst<br />

family businesses, academia, and the global long-term<br />

investor community, <strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> has evolved<br />

into a membership community which offers value-adding<br />

benefits to its members. In developing the membership,<br />

the focus was not to simply create a common place<br />

family business club. Rather, we endeavored to build<br />

an exceptional, invite-only network offering tangible<br />

benefits that produce applicable results with respect to<br />

growing family businesses sustainably and maintaining<br />

a position at the forefront of knowledge and life-long<br />

education.<br />

<strong>The</strong> membership believes in the synergy between<br />

collaboration, internal investment, and sustainable<br />

growth. Benefits are tailored to provide <strong>Owners</strong> <strong>Forum</strong><br />

members with the means by which to maximize longterm<br />

family and business success. In contemplation of<br />

both current and future generations, <strong>Forum</strong> membership<br />

focuses on four fundamental concepts made accessible<br />

for the owning family, top-level executives, future<br />

leaders, and members of the global long-term investor<br />

community: community building, cutting-edge knowledge<br />

and education, future leader development, and business<br />

matchmaking.<br />

For more information about the membership of <strong>The</strong><br />

<strong>Owners</strong> <strong>Forum</strong>, kindly contact us at:<br />

members@ownersforum.de


Imprint<br />

<strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> <strong>Middle</strong> <strong>East</strong> <strong>2011</strong><br />

Organizer:<br />

<strong>The</strong> <strong>Owners</strong> <strong>Forum</strong> GmbH<br />

Friedrichstraße 58<br />

10117 Berlin | Germany<br />

Phone: + 49 30 609 89 55 50<br />

Fax: + 49 30 609 89 55 59<br />

E-mail: info@ownersforum.de<br />

Website: www.ownersforum.de<br />

Design: www.msvk.de


<strong>The</strong> <strong>Owners</strong> <strong>Forum</strong><br />

Friedrichstraße 58<br />

10117 Berlin | Germany<br />

Phone: + 49 30 609 89 55 50<br />

Fax: + 49 30 609 89 55 59<br />

E-mail: info@ownersforum.de<br />

Website: www.ownersforum.de

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